REVN/PUBL DT 10/09/2024 v4.202408
TABLE OF CONTENTS
- Overview
- Drop-Down List Boxes by Tabs and the corresponding Profiles - Locks & Keys Module
- Field Modification - Locks & Keys Module
- Reminders - Locks & Keys Module
- Profiles - Locks & Keys Module
- Rules when Personnel record being set to Inactive
- User Defined Fields (UDFs) - Locks & Keys Module
- Sequences - Locks & Keys Module
- Permissions - Locks & Keys Module
- Cross Module Assignment Rules - Locks & Keys Module
- Rules for Ignoring Special Accesses and Caveats for Assignments - Locks & Keys Module
Overview
Users must be a System Admin (SA) to be able to access the System Administrator landing page to make needed configuration changes to the module.
The following do not apply for the Locks & Keys module:
- System Parameters
Drop-Down List Boxes by Tabs and the corresponding Profiles - Locks & Keys Module
 | Unless stated otherwise, the profiles for this module are located: System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Asset Management tab > Locks and Keys tab |
Assignments Tab
There are no modifiable drop-downs on this tab.
Associated Documents Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Document Type | Associated Document Type - Keys |
| Document Type | Associated Document Type - Locks |
Lock/Key Information Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Key Type | Key Type |
| Status | Status |
| Ownership | Ownership |
| Hardware Type | Hardware |
| Charge To | Charge To |
| Classification Group | Clearance Owner (Global profiles tab) |
| Classification | Clearance Classifications (Global profiles tab) |
| Access Level | Access Type (Global profiles tab) |
Field Modification - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Locks Keys icon > SETUP SCREEN DETAIL screen > LOCK/KEY INFO section |
The Field Labels module allows System Administrators to:
- Hide a field
- Hide a field except for users with Update permission
- Configure User Defined Fields (UDFs)
- Designate a field as required
- Rename a field
- Change field formatting – Capitalize the entire field name, or capitalize the first character of each word
Reminders - Locks & Keys Module
| System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > LOCKS & KEYS section |
| Reminder | Submodule | Field Location | Field Name |
| Key Expiration Date | NA | Lock/Key Information tab | Expiration Date |
| Key Next Inventory Date | NA | Lock/Key Information tab | Next Inventory Date |
| Lock Expiration Date | NA | Lock/Key Information tab | Expiration Date |
| Lock Next Inventory Date | NA | Lock/Key Information tab | Next Inventory Date |
Profiles - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen: > Asset Management tab > Locks and Keys tab > Global tab |
System Administrator Mode landing page > System Setup menu > System Profiles submenu > SYSTEM PROFILES screen > Asset Management tab > Locks and Keys tab
|
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Global tab
|
Rules when Personnel record being set to Inactive
 | System Administrator Mode landing page > System Setup menu > System Profile submenu > Personnel Security tab > Personnel Management tab: > Personnel System Parameters > Feature Configuration - Rules when Personnel record being set to Inactive system parameter > Value = Y > Rules when Personnel record being set to Inactive profile |
NOTE: The Rules when Personnel record being set to Inactive profile displays only when the Feature Configuration - Rules when Personnel record being set to Inactive system parameter Value is set to Y.
These rules allow for configuration of system behavior when an employee record is set to Inactive status in the Personnel Management module. The below rule in the profile applies to the Locks & Keys module:
|
User Defined Fields (UDFs) - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Locks Keys icon > SETUP SCREEN DETAIL screen > LOCK/KEY INFO section |
| UDFs Available | SETUP SCREEN location |
5 Text Entry fields 5 Date fields | LOCK/KEY INFO section |
Sequences - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > Sequence submenu > SEQUENCE MANAGEMENT - ADD screen > Key Number and Lock Number sequences |
| Sequences Available | Field Location |
Key Number | Locks and Keys Information tab > Lock/Key Number field NOTE: Selecting a sequence is required for this field. |
| Lock Number | Locks and Keys Information tab > Lock/Key Number field NOTE: Selecting a sequence is required for this field. |
Permissions - Locks & Keys Module
| System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > ASSET LOCKS AND KEYS section |
Cross Module Assignment Rules - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Modules Assignments profile |
External Personnel (External Personnel Management module and Locks & Keys modules): Allow External Personnel to be assigned to Keys Keys (Locks & Keys module): Ignore Accesses when Assigning Keys to Locks Ignore Classification when Assigning Keys to Locks
Personnel (Personnel Management and Locks & Keys modules): Ignore Accesses when Assigning Keys to Personnel Ignore Classification when Assigning Keys to Personnel |
Rules for Ignoring Special Accesses and Caveats for Assignments - Locks & Keys Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rule for Ignoring Special Access/Caveats during Assignments: Personnel - Keys |
| Rule for Ignoring Special Access/Caveats during Assignments: Personnel - Keys |